Quotes & Estimates

some single polers who use PoolDial:

Here's how most pool guys handle a repair quote: they text the customer a number. Maybe they write it on the back of a business card and leave it at the equipment pad. Some guys call with a verbal estimate and then forget what they said. When the customer asks a week later, it's a guessing game.

None of that is professional. And it's not just about looks — it costs you jobs. Customers who get a sloppy estimate from you, then a clean PDF from the other guy, will often go with the other guy even if your price was better. First impressions matter, and a quote is often the first impression after the handshake.

I built the quotes feature in PoolDial so you can send something professional without spending more than a couple minutes on it.

You open a new quote, pick the customer, add your line items — labor, parts, whatever the job includes — set the total, and send it. The customer gets an email or text with a link to view the quote. It looks clean. It has your business name, the details, and a button to approve it. They click approve and it's a done deal. No phone tag, no "let me think about it and get back to you."

Here's what quotes in PoolDial can do:

• Build quotes with line items — parts, labor, materials
• Send via email or text message
• Customers approve online with one click
• Convert approved quotes to invoices with one click
• Add notes, terms, and expiration dates
• Track quote status: draft, sent, viewed, approved, declined
• See when the customer opened it
• Follow up directly from the quote thread

The convert-to-invoice step is the one that saves the most time. Once a customer approves, you hit one button and the quote becomes an invoice with all the same line items. You don't retype anything. The information flows through automatically. Bill them right away or schedule it for when the work is done.

30-day free trial. if you ask me I'll onboard you for free.

The "viewed" status is something I use all the time. When you can see that a customer opened the quote three days ago and hasn't responded, that's your cue to follow up. You're not guessing if they got it. You're not sending a follow-up email into the void. You know they saw it. One quick text — "Hey, did you have any questions about that quote?" — and most of the time they just forgot to respond.

Quotes live in the same system as your customers, invoices, and work orders. Nothing falls through the cracks. If you did a quote six months ago that the customer declined, it's still there. If they come back and say "can we do that repair now?" you pull it up, adjust it if you need to, and resend. No starting from scratch.

If you're doing any kind of repair or equipment work at all, having a real quoting system will make you look more established than most of the competition — and it'll close more jobs.

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free for 30 days. I'll set everything up for you if you want.

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